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FICC Focus offers the latest market views on interest rates, corporate bonds, emerging market debt, commodities, and currencies by Bloomberg Intelligence analysts.
Macro Matters: Global Asset Allocation With Stephen Dover
FICC Focus
20 minutes
1 month ago
Macro Matters: Global Asset Allocation With Stephen Dover
Policy rates will likely be cut three times in 2026, with the 10-year yield between 4-4.5%, says Stephen Dover, chief market strategist at Franklin Templeton. Dover is joined by BI chief US rates strategist Ira Jersey and senior US and Canada rates strategy associate Will Hoffman to discuss global fixed-income markets and cross-asset relative value. The trio discuss the economic outlook for 2026 and relative value in US rate markets and abroad amid expected policy easing from the Federal Reserve. They also hit on shifts in private assets and global equity markets, before discussing how AI narratives may evolve in the coming years.
The Macro Matters podcast is part of BI’s FICC Focus series.
FICC Focus
FICC Focus offers the latest market views on interest rates, corporate bonds, emerging market debt, commodities, and currencies by Bloomberg Intelligence analysts.
